Sales Inbox with WorkDrive
Please can you advise if you will be introducing any functionality that will allow us to easily save files to WorkDrive directly from Sales Inbox? Also files linked to CRM, will these be part of the WorkDrive Storage space, or stored separately on CRM? So if a file is edited in WorkDrive will the change immediately be available in CRM modules, or do we need to go to the related CRM records and uploaded the new version of the document? Thank you
Incompatible with Zoho Forms
So this brand new product is incompatible with Zoho Forms. I cannot select the form, what is going on ??? * see the attached image
Document access
I see from 2011 posts that there was no permission/access structure for documents in a project. Is this still the case? Without it, it's worthless to use the documents folder in a project!
i cant liberate all space in my e-mail
Recently the mail is blocked because I have occupied the entire space, and therefore vacates the entire inbox, but now even "something" is occupying 4GB of space and I do not know what to do to release it. the mail is already unlocked ID de usuario:191526732 thanks for your attencion.
Vacation Reply not working
I configured my 'Vacation reply last' week and noticed that it's not responding to incoming e-mails. Configured it again today and tested it out by sending mails with different e-mail accounts and it's still not working. I have used it in the past and never had problems with it. Can you please look at the problem. I also noticed that the 'dd/MM/YYYY' for some reason changes to 'MM/dd/YYYY'. Perhaps this causes the problem at hand.
Alerts based on amount of tickets per period of time?
Hey Zoho, I would like to you alerts based on amount of new tickets within a certain period of time. For example when we get more than 5 tickets in 15 minutes or more than 30 tickets per hour, that a certain alert is triggered. Is it possible to configure the zoho desk workflows like that? Best, Florian
Topics do not show up as ticket for moderation.
My forums are setup to create a ticket when topic is created and also set for moderation. Why is the ticket not being created? I saw another post on here that says it takes a while for the tickets to be created. It's been 30 minutes now and I have not seen a ticket. How do I moderate the topic, if I can't see it?
Something went wrong while updating your app. Please try again later.
Something went wrong while updating your app. Please try again later. ( Details: Error: Cannot update while running on a read-only ... ) What is this?
Provide ability to limit a forum discussion by invitation either to certain users or groups
We have use case scenarios where we would like to create forum discussions and not have them accessible to everyone in the network. Please provide the capability to have different access levels to a forum discussion: all, group(s), invited individuals, etc... Having everyone have access to all forums makes this feature unusable for us.
ERROR 0x800CCC1A
Having troule with error 0X800CC1A. Can't send or receive in outlook
Matrix rating scale label bug
When exporting questionnaire to PDF, the labels at either end of the scale are distorted. At the top they are in the correct position, but each subsequent line has the labels bunched together.
Multiple Employment (Currently Work Here)
I've had a couple of candidates who have multiple jobs. However, the system only lets me check (1) box for currently employed. Thanks.
Share message on Facebook
Hi there, Our Clients each get given their own code which allows them to share with their friends to receive a discount. Is there a way that we can allow our clients to just click a button which links to Facebook so that they can easily share their code with friends? Thanks, Ali
User mistakenly marked as a spammer
Hello, I got a notice that a user in my domain was blocked for sending Spam. This is a personal domain and is not tied to any business. The only thing I can think of is that her password maybe have been compromised. We have since changed the password to a more secure one and would like to get the account active again. Thanks, Chris
Problem with return of emails sent ...
This return message appears that the email is not delivered ..... How do I solve this problem ....? This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. helen.furegatti@claro.com.br, ERROR_CODE :554, ERROR_CODE :italia.claro.com.br Your access to this mail system has been rejected due to the sending MTA's poor reputation. If you believe that this failure is in
Posting numeric field type is it possible.
I'm trying to post numeric type value through api, i have a a numeric type filed when i map it to post it it trough an external api. it comes as a tring value. How can I retain the value type to numeric? example of what i'm trying to do... ...... header2Map = Map(); header2Map.put("Authorization","Basic " + base64EncodedLogin); /////REQUEST DATA MAP///// request2Map = Map(); request2Map.put("data[agenda]",ifnull(GSI.get("Agenda"),"")); request2Map.put("data[assureure]",ifnull(GSI.get("Assureure"),""));
Use template option now missing
The option to "use this template" is missing now. Clicking "File" then "new from template" is also not working. I currently cannot find a way to create a new document from a template in Writer.
Link tickets to incidents.
Is there a way to add a table of sorts to a customer that will be used in the back-end to classify the ticket, example support, new server, email issues, etc. This will be unique to different customers based on the different needs.
Adding up custom fields
Is there a way to add up custom currency fields in Zoho CRM to produce a figure in another custom currency field within a potential - without having to do it manually? I know we can do this for reporting but we need separate revenue streams for one potential and it would be really helpful for financial reporting if this worked.
What's new in Zoho Vault Q1 2019?
Since the start of the year, the Zoho Vault team has come up with numerous exciting updates that makes online life easier and more secure for our users. We've listened to the user requests and are excited to announce some updates that many of our users have been waiting for. Seamless auto login to popular websites Vault now supports auto login for websites with two-step login process, like Google, Apple, Evernote and more! This update will save you time and effort, giving you a pleasant login experience
Lost Document
Hi, I was working on a document last week. I had it opened for a few hours and saved it. Today I have logged in and the file is missing. Please can you tell me if there is a way to retrieve this file? I desperately need it and if it has been removed I will not be using Zoho again. Thanks, Shani
Zoho remind me if a VM is not returned
As part of logging a call (versus separately setting up a New Task), is there a function for Zoho to remind in X days if a voicemail I left is not returned? This would be similar to the Boomerang app for email. Thank you.
Tip #05: Sending documents for sign collection using Writer
Entering into a business contract with multiple clients? Looking to collect all their signatures? Writer can help optimize your processes, and save time. Writer is integrated with Zoho Sign to let you go from creating contract templates to sending them
Credits
We can clone most things in Books but not credits ? Please give us this option :-)
How to Start a Customer journey from a sale?
I want to be able to keep in contact with new customers from the point that their purchase has been processed. My orders are generated in X-Cart and processed in Zoho Inventory. I want to be able to do two things: 1) I want to trigger an order processed journey as soon as the customer order has been placed. I think I can achieve that by the embedded ZMH code on X-Cart pages. 1) How can I trigger a customer journey from the point that a sale has been dispatched? This will be triggered by the order
Error Domain_Not_Resolved
Hi, Some days ago my Email box is returning errors to send my emails. After I have configured DKIN and SPF. (I don't know if this the cause) For some mail boxes I got: contato@casamentosonthebeach.com.br DOMAIN_NOT_RESOLVED, ERROR_CODE :DOMAIN_NOT_RESOLVED Note that is just a sample, I got this error for other emails. Sometimes after I send an email, it is marked as Draft, keeping the delivered icon. Some clients are not receiving my emails. Can you help me ? Best
Can we add Multiple Department in a ZOHO Contact
Can we add Multiple Department in a ZOHO Contact
I am not receiving forgot password reset instruction on my secondary email address.
I am not receiving forgot password reset instruction on my secondary email address. I have already registered with my secondary gmail address in zoho account. But when I try to set password reset through forgot password option. I dont receving any reset instrcution email on my secondary gmail id. Instead I am getting reset instruciont on my primary zoho email which i see can through my mobile zoho app.
Customize profiles with new restrictions
In Zoho Projects, you have more control over the user profiles by customizing them with access permissions. We have now enhanced the module-level permissions such as view permission for tasks & issues and field-level permissions for tasks. You can customize user profiles to view only the relevant tasks. For instance, you can customize the manager user profile with permission to view all the tasks while the contractor user profile can view only their related tasks. Moreover, you can customize user
Folder support for pages
We are migrating over from Basecamp 3 to Zoho Projects. We were used to work with intuitive project pages on Basecamp (called "Docs and Files" on Basecamp by default) where the user can directly see the folder structure and the documents themselves presented on the folders. Please refer to the attached image. Projects is utilizing Zoho Wiki in the background but the folder and content presentation doesn't make itself clear to the user. The presentation used is not an intuitive one and makes the user
Viewing estimates using a "NOT" operator rather than only "IS"
If we could use a "NOT" operator instead of only "IS" the views could slice our information down much finer.
List of attachments for Basecamp migration
Import your data from Basecamp into Zoho This page mentions that : You cannot import templates and attachments because of API limitations in Basecamp. My understanding of this statement is that the attachments in Basecamp To-Do's can't be imported into Zoho Project tasks. My question is if it's possible for you to create a report after the migration task is finished which includes the Basecamp To-Do url and the Zoho Project task ID/url where an attachment was found in a Basecamp To-Do and wasn't
I want to sort the search results and get the latest records
I want to search the set items of the quote, get a list of matching records, and get the latest record ID among them. But the script I wrote does not work well. Please tell me how to do it. results = zoho.crm.searchRecords("Quotes","(field15:equals:aaaaa)"); for each record in results { create_time = record.get("Created_Time"); create_time.sort(true); info record; } info record;
The size of the number fonts on ordered lists on project pages do not follow the actual text size
The font size of the ordered list numbers do not follow the actual text size on project pages. Please refer to the following screenshot. I've tried to remove the bullets and then apply them after resizing the body text but I couldn't resize them. They always use a preset text size.
Number of FaceBook pages that can be managed
Hi MH gurus, One of the reasons I moved away from using Zoho Social was that it is limited to a single FaceBook page. My company has a main company FB page, plus individual pages for specific product lines. I was hoping this limitation would be lifted in MH, but it looks to be the exact same thing - really MH is attempting to put a layer over the top of the Zoho Social application. Is there a way I can get MH to manage more than just a single page? Happy to spend some $ to get that feature, with
Subform Row with Previous Rows Data
Hi, I have been getting good results by searching the forums but I couldn't find a solution for this one. We will typically add rows and only change one or two of the subform fields from the previous row. is there a way to copy the last rows date to the new row as we add them? Regards,
Domain Mapping Fail
I'm having issue with domain mapping. My name servers are with Microsoft (Office365) and they do not allow subdomains. I cannot change the DNS control to my webhosting or registrar, I have to keep it with Microsoft. I've put in the CNAME entry as: hostname=support points to= desk.cs.zohohost.com When I type https://support.mysite.com I get forwarded to the zoho "One account. Access all services" login page. However, when I try to complete the "Map Domain" the validation seems to be failing on
How to give all invoices per moth to the accounting?
Hi, we've been using Subscription for a few months. Now we ask ourselves how we can transfer the data to our tax consultant. The tax consultant uses DATEV. If I see it right, then there is no DATEV interface. The invoice export only supports CSV and Excel. The CSV export is not DATEV compatible and apparently not compatible with other accounting programs. My tax consultant would like to receive all invoices we send to our clients individually as PDF files. Unfortunately, I can't find a way to press
How do we delete drafts from a previous employee?
We have removed a user from our account as they no longer work with our company. This user still had post drafts saved - but we now we cant delete them. Any ideas on how we do this??
Updating data in one form based on condition in another form
Hi Here is my scenario. I have two forms. One form is called Airstrip Profile. Thats the form we INITIALLY entered data and we have about 50 records to date. Recently I have imported a Excel file and as a Form with data and called it Rural Airstrips. Its has about 600 records. Common fields in both forms (Airstrip Profile and Rural Airstrips) are: Airstrip_Name, Lat, Long. The Rural Airstrips has a dropdown field with 2 options. The 2 dropdown options are 'Verified' and 'Not Verified' Now I would
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